Due to the popularity of e-mail and tablet computers commercial printing is in secular decline. Therefore it seemed unusual to the Mad Money host that R.R. Donnelley & Sons, the largest commercial printer in America, has rallied 45% year-to-date.

What gives?

Adam Jeffery | CNBC

Cramer enjoys few things more than more than a good mystery, so he put on his detective hat and dug through the facts. Here's what he's found.

First and foremost, Cramer learned that print publishing is still a $110 billion industry here in the United States. "While the web is making print less necessary, Corporate America still generates a massive amount of paper, and packaging and pamphlets and labels."

And R.R. Donnelley has an impressive client list. ""The company serves 100% of the Fortune 100," Cramer said.

If anyone has money to spend, it's these companies and R.R. Donnellye has been exploiting its relationships to the fullest.

"R.R. Donnelley has been aggressively trying to grow the number of products it sells to each customer—growing this figure from 6 to 10 products per client," Cramer said.

Also the company is cutting costs like crazy.

"R.R. Donnelley has been outsourcing and moving operations overseas where it's cheaper to do business, including seven facilities in China," Cramer said. "Also, they suspended their 401k match to employees and other post-retirement benefit plan contributions."

That's not good for employees, but it is good for shareholders.

And Cramer said the company is also embracing the paperless future. "R.R. Donnelley now has an e-book business, where they transform all things publishing into e-book formula and then distribute those e-books."

All told, Cramer said R.R. Donnelley has transformed itself from a company with no growth potential to a company with slow growth potential. "Since this company was oversold and almost left for dead, gains make sense," Cramer said.

And if the company continues to grow slowly, then Cramer can understand owning this stock for its dividend yield – which is around 8%.

"Normally, when you see a stock with an 8% yield, that's a red flag indicating you need to stay away because the dividend could be cut. With R.R. Donnelley, though, I think it's actually a sign that you have a terrific opportunity because people no longer believe in this business, but they should, because the numbers are there and management has been executing like crazy."